CLCV — Crossmark ETF Trust Institutional Holders · Q2 2026
Who owns Crossmark ETF Trust (CLCV)? 10 institutions reported holding $4.87M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: OneAscent Financial Services LLC ($1.9M), OneAscent Wealth Management LLC ($633,059), TrustWell Financial Advisors, LLC ($486,204).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | OneAscent Financial Services LLC | $1.9M | 63,654 | Trimmed |
| 2 | OneAscent Wealth Management LLC | $633,059 | 21,153 | Trimmed |
| 3 | TrustWell Financial Advisors, LLC | $486,204 | 16,246 | Trimmed |
| 4 | HBW ADVISORY SERVICES LLC | $470,780 | 15,731 | New |
| 5 | Valmark Advisers, Inc. | $368,020 | 12,297 | New |
| 6 | Range Financial Group LLC | $347,400 | 11,608 | New |
| 7 | PAX Financial Group, LLC | $295,146 | 9,862 | New |
| 8 | Independent Advisor Alliance | $223,439 | 7,466 | New |
| 9 | OSAIC HOLDINGS, INC. | $141,025 | 4,712 | Added |
| 10 | UBS Group AG | $4,609 | 154 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30